+58.9%
IBIT vs APD
+24.2%
+34.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.4% | -1.7% |
| 7D | -2.4% | -1.6% | -0.8% | -2.0% |
| 30D | -9.1% | +10.6% | -19.7% | -10.9% |
| 3M | +15.0% | +2.5% | +12.5% | +14.3% |
| 6M | -6.9% | +6.0% | -12.8% | -8.2% |
| YTD | -14.8% | +28.4% | -43.2% | -20.4% |
| 1Y | -28.1% | +22.2% | -50.3% | -32.1% |
| All | +58.9% | +24.2% | +34.8% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling